PREETI AGARWAL
Hyderabad
Summary
Results-driven banking professional with 6+ years of expertise in business development, relationship management, and operational excellence. Proven ability to drive revenue growth through strategic client acquisition, cross-selling, and portfolio expansion. Adept at leveraging financial acumen and customer-centric solutions to achieve sales targets while ensuring regulatory compliance.
Overview
7
7
years of professional experience
1
1
Certification
Work History
Personal Banker Operations
YES BANK
02.2025 - Current
- Drove 120% of quarterly sales targets through strategic cross-selling of loans, investments, and insurance products
- Expanded client portfolios by 25% via personalized financial solutions and proactive needs analysis
- Streamlined client acquisition with end-to-end KYC/onboarding, ensuring zero compliance gaps
- Resolved 95% of complex inquiries within 24 hours, boosting retention and NPS scores
- Collaborated with wealth managers to develop tailored financial plans for high-value clients
Assistant Manager
HDFC BANK LTD.
07.2021 - 12.2024
- Generated ₹2.5Cr+ in new business revenue through cross-selling TPP, retail assets, and forex solutions
- Optimized CRM-driven sales funnels, increasing lead conversion by 30%
- Managed branch operations (KYC/EDD, legal notices, BOD/EOD) with zero audit discrepancies
- Enhanced customer satisfaction by 22% via personalized service and proactive issue resolution
- Reduced portfolio attrition by 15% through data-driven retention strategies
Junior Officer (HR L & D)
HDB FINANCIAL SERVICES
01.2019 - 06.2021
- Designed training programs aligned with sales objectives, improving team productivity by 18%
- Achieved 95% customer satisfaction rate through efficient complaint resolution
- Ensured 100% data security compliance for sensitive client information
Education
B. Com - Commerce
Hindu Women’s College
01.2018
Skills
- Business Development:
- Revenue Generation, Cross-Selling & Upselling, Portfolio Expansion, Sales Strategy, Market Analysis
- Operations & Compliance:
- KYC/AML Compliance, Risk Mitigation, Process Optimization, Audit Preparedness, Financial Controls
- Relationship Management:
- Client Retention, Stakeholder Engagement, Negotiation & Persuasion, Customer Lifetime Value, Conflict Resolution
Certification
- JAIIB (IIBF) | 2021
- Advanced Excel | 2020
- IRDA Certification | 2019
LANGUAGES
English (Proficient)
Hindi (Proficient)
Telugu (Advanced)
Disclaimer
I commit to upholding the highest standards of integrity, innovation, and client advocacy while driving measurable business growth through strategic relationship management and operational excellence.
Timeline
Personal Banker Operations
YES BANK
02.2025 - Current
Assistant Manager
HDFC BANK LTD.
07.2021 - 12.2024
Junior Officer (HR L & D)
HDB FINANCIAL SERVICES
01.2019 - 06.2021
B. Com - Commerce
Hindu Women’s College